PO Box *****, Abu Dhabi, UAE

+971-**-*******

adhd9f@r.postjobfree.com

Employment Visa – transferrable

With valid UAE Driving License

ANNA LEAH D. EVANGELISTA

Executive Summary

Over 15 years of Administrative, Sales Support and Customer Service experience in Insurance industry with Level III – The CII Certificate in Insurance and Financial Services. Work scope includes general office administration, managing database with strict confidentiality, and supporting authorized consultants in leading customer service and ensuring clients’ satisfaction.

Professional Experience

September 2005 up to present

Nexus Insurance Brokers LLC / Zurich International Life Limited, Abu Dhabi UAE

2015 Sales Administration Assistant

2012 Insurance Clerk

2008 Secretary to Senior Executive Consultant

2005 Personal Assistant to Executive Consultant

Responsibilities: General Office Administration

Built professional rapport with the leading insurance and investment companies such as Zurich International Life, Metlife, Friends Provident International, Orient Insurance Company, Salama Insurance, Union Insurance, RL360, Aviva Group, Generali Group that made our servicing process faster and easier

Consistently providing comprehensive administrative support to maintain being in Top Producers, Platinum Members and Superstars International Conventions yearly

Conscientiously participating and having personal input to promote a constructive culture in the workplace

Improved our business production and marketing by designing campaigns with creative ideas for promotional activities

Coordinating and organizing seminars, business trips, travel arrangements, conferences, clients and team meetings and social functions

Responsibilities: Database Management

Created own CRM through Microsoft Access and continuously enhancing as per business requirements

Handling with full confidentiality our business records, activities and database of clients and prospects

Responsibilities: Customer Service

Managing and assisting over 1,000 active clients of Sales Manager and consultants under our team in all their business related inquiries and dealing on priority basis

Ensuring our Yearly Persistency and Client Retention Statistics exceed our company standard

Responsibilities: Accounts Support

Maintaining balance sheet for our monthly Petty Cash

Accounting the yearly budget for promotions, seminars, team activities, rewards and incentives given to clients

Reconciling weekly released commissions with new business, renewals, reclaims and claw back commissions for Lapsed and Premium Ceased businesses

Keeping track of client’s monthly premiums including excess and unsettled payments, outstanding premiums, cheque replenishments and credit card collections

Responsibilities: HR Support

Conducting initial interviews for all candidates applying as consultant and actively giving opinion to choose best sales person for our team

Tracking the annual leave and expiration dates of passports, visa and medical insurance of our team and distributing relevant correspondence and information within the branch and company

Completing all requirements for visa application on every convention of the company

Responsibilities: Consultants Support

Verifying all required documents and valid forms for new business and servicing applications

Assisting consultants on all their queries and liaising with HR, Legal or Accounts department for their business transactions

EDUCATION

2015 National Academy, Dubai, United Arab Emirates

Diploma in Business and Management

AWARDS AND CERTIFICATES

2019 National Certificate III in Events Management Services

2018 CII Certificate in Insurance and Financial Services

2018 CII Award in General Insurance

2017 CII Award in Financial Planning

2016 CII Award in Customer Service in Insurance

2015 Cambridge International Diploma in Business – Advanced Level

2015 Cambridge Core Certificate in Effective Business Communication

Business Organisation and Environment

2015 Cambridge Module Certificate in

Human Resource Management

Marketing

Business Finance

2010 Nadia Training Certificate in

Office Administration

Negotiation Skills

SKILLS

Customer Service

Office Administration

Database Management

Accounts and HR Support

Events Organizing

Time Management

Computer Knowledge

Well Versed Communication

INTERESTS

Organizing Events

Volunteerism

Solving Puzzles and Board Games

REFERENCES

Available upon request

Contact this candidate